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People asked for names. Alright. You really do not need heroic assumptions for stuff like HUBS and WDAY to work from here. Not financial advice
Mar 5, 02:01
There's some really sticky software with big customer bases trading at, like 3x revenue (I know, I know), where you kinda have to believe management are some of the dumbest people alive for these stocks to not work
The literal only question in my mind at these prices is…do you trust management to have finally gotten the message. That does make me nervous wrt WDAY. They run that place like a country club
TEAM seems to have gotten the message a bit, just from hearing founder talk
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